See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,032 | $132,049-9.1% | $200,582-40.2% | $74,304+61.5% |
| Participation rate | 46.2% | 84.1%-37.9pp | 86.9%-40.7pp | 60.3%-14.2pp |
| Annual return | 18.23% | 22.22%-4.0pp | 42.33%-24.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,751 | $4,558-39.6% | $6,419-57.1% | $2,241+22.7% |
| Participant deferral / active EE | $4,973 | $7,213-31.1% | $9,331-46.7% | $3,767+32.0% |
| Admin fee / account holder | $11,936 | $2,405+396.4% | $16,305-26.8% | $2,969+302.1% |